See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,554 | $62,586-48.0% | $76,768-57.6% | $64,186-49.3% |
| Participation rate | 78.8% | 72.8%+6.0pp | 77.0%+1.9pp | 69.6%+9.3pp |
| Annual return | -2.83% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,516 | $1,832-17.2% | $2,485-39.0% | $2,381-36.3% |
| Participant deferral / active EE | $3,100 | $3,145-1.4% | $3,852-19.5% | $3,470-10.6% |
| Admin fee / account holder | $5,644 | $4,667+20.9% | $6,675-15.4% | $4,888+15.5% |